Is Apple Destroying Dell?


The following video is part of our "Motley Fool Conversations" series, in which Industrials editor/analyst Isaac Pino and research analyst Lyons George discuss topics around the investing world.

During the height of the dot-com bubble, Dell was the king of PCs, and Apple was a complete dud. Michael Dell even went so far as to say shareholders would be better off if Apple just liquidated its assets and returned the cash to owners. Anyone who follows this space knows those words came back to haunt Dell's founder, but now the evidence is even clearer: Apple's dominance is crippling Dell from all angles. Dell might have disrupted the PC industry by entering from the low end of the market, but Apple is now disrupting the PC market by basically eradicating it. Although PCs could survive in some form, growing the market in the age of mobile would be a tall order. Isaac and Lyons shed light on the future of this dynamic industry in the following video.

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At the time thisarticle was published Isaac Pinohas no positions in the stocks mentioned above. Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple and Intel.Motley Fool newsletter services recommendApple and Intel. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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